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Harvest Group Wealth Management’s MSCI MSCI Stock Holding History

Harvest Group Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$2.8K Sell
5
-1
-17% -$529 ﹤0.01% 110
2022
Q4 		$2.79K Buy
6
+3
+100% +$1.4K ﹤0.01% 103
2022
Q3 		$1K Buy
3
+1
+50% +$458 ﹤0.01% 150
2022
Q2 		$1K Buy
+2
New +$871 ﹤0.01% 162

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's MSCI Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its MSCI (MSCI) stake by 17% in Q1 2023, selling an estimated $529 and leaving 5 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Harvest Group Wealth Management first reported a position in MSCI in Q2 2022 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

  • Harvest Group Wealth Management held 5 shares of MSCI worth $2.8K as of Q1 2023.
  • Harvest Group Wealth Management sold 1 MSCI share in Q1 2023, an estimated $529.
  • MSCI made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #110 holding.
  • Harvest Group Wealth Management first reported a position in MSCI in Q2 2022 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.